Lee Eric Edwards

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-24

TX RA
APPROVED

Since 2025-01-24

Branch Locations

Helotes, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lee Edwards Cpa Pllc	Helotes	TX	01/2005	Present
Cetera Financial Specialists	Schaumburg	IL	12/2017	10/2018
Cetera Investment Advisers Llc	Schaumburg	IL	02/2018	10/2018
Lincoln Financial Securities	Helotes	TX	10/2018	01/2025
Osaic Wealth, Inc.	Helotes	TX	01/2025	Present

01/2005 → Present

Lee Edwards Cpa Pllc

Helotes, TX
12/2017 → 10/2018

Cetera Financial Specialists

Schaumburg, IL
02/2018 → 10/2018

Cetera Investment Advisers Llc

Schaumburg, IL
10/2018 → 01/2025

Lincoln Financial Securities

Helotes, TX
01/2025 → Present

Osaic Wealth, Inc.

Helotes, TX

Previous Registrations

2018-10-18 → 2025-01-24

Osaic Fs, Inc.

Helotes, TX

Helotes, TX

San Antonio, TX
2018-02-02 → 2018-10-23

Cetera Investment Advisers Llc

Helotes, TX

Other Businesses

1) LEE EDWARDS CPA PLLC 12274 BANDERA RD., STE 201 HELOTES, TX CATEGORY: CPA/LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: TAX PREPARATION SERVICES START DATE: 6/2005 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-02-01

S66 Uniform Combined State Law Examination

2018-02-01

View on SEC IAPD